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Artwork for Hidden Forces

Hidden Forces

Demetri Kofinas
United States
China
Artificial Intelligence
Iran
Inflation
Donald Trump
Russia
Monetary Policy
Israel
Fiscal Policy
Federal Reserve
Investment Strategies
Trump Administration
U.S. Foreign Policy
Industrial Policy
Political Economy
Geopolitics
U.S. Dollar
NATO
Oil Market

Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.

PublishesTwice weeklyEpisodes507Founded9 years ago
Number of ListenersCategories
BusinessGovernment

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Artwork for Hidden Forces

Latest Episodes

In Episode 482 of Hidden Forces, Demetri Kofinas speaks with hedge fund manager Alap Shah, co-author of "The Global Intelligence Crisis," a three-part essay series examining the economic, political, and social consequences of the dawn of artificial ... more

YouTube

In Episode 481 of Hidden Forces, Demetri Kofinas speaks with economist and Talking Heads Macroeconomics founder Manoj Pradhan about his and Charles Goodhart's new book, The Unanchored Central Banker, which argues that structural forces—aging demogra... more

YouTube

In Episode 480 of Hidden Forces, Demetri Kofinas speaks with Miles Taylor, former Chief of Staff at the Department of Homeland Security during the first Trump administration and later head of advanced technology and security strategy at Google, abou... more

YouTube

In Episode 479 of Hidden Forces, Demetri Kofinas speaks with Will Manidis, co-founder of healthcare AI company ScienceIO, 2019 Thiel Fellow, and early-stage investor, about the collapse of secular institutional legitimacy, the reassertion of divine ... more

YouTube

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Recent Guests

Alap Shah
hedge fund manager and co-author of The Global Intelligence Crisis
Alap Shah's professional work (hedge funds, AI research)
Episode: Why History Can't Prepare Us for What's Coming | Alap Shah
Manoj Pradhan
Founder of Talking Heads Macroeconomics; co-author of The Great Demographic Reversal and The Unanchored Central Banker
Talking Heads Macroeconomics
Episode: How Demographics Will Break the Bond Market | Manoj Pradhan
Miles Taylor
Former chief of staff to the secretary of the Department of Homeland Security; former head of Advanced Technology and Security Strategy at Google
Google; U.S. Department of Homeland Security
Episode: AI and the Collapse of State Power | Miles Taylor
Will Manidis
Co-founder of ScienceIO, Teal Fellow, investor and writer focusing on technology, religion, society and business
ScienceIO
Episode: God, AI, and the Coming Violence | Will Manidis
Jon Alterman
Zbigniew Brzezinski Chair in Global Security and Geostrategy at CSIS
Center for Strategic and International Studies
Episode: How China Is Winning the Iran War | Jon Alterman
Edward Luce
Columnist and US National Editor at the Financial Times
Financial Times
Episode: US Grand Strategy & the Revenge of Geopolitics | Edward Luce
Marvin Barth
Founder of Thematic Markets, macro and geopolitical analyst
Thematic Markets
Episode: Why America Cannot Afford to Lose Another War | Marvin Barth
John Burn-Murdoch
Columnist and chief data reporter for the Financial Times
Financial Times
Episode: Who Wins and Who Loses in the AI Economy | John Burn-Murdoch
Rory Johnston
Commodity economist and energy market analyst, founder of commoditycontext.com
commoditycontext.com
Episode: The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston

Host

Demetri Kofinas
Host of the show, known for in-depth interviews on geopolitics, economics, and technology.

Reviews

4.8 out of 5 stars from 3k ratings
  • SMP

    So much propaganda.

    Apple Podcasts
    1
    InHouTX
    United States2 months ago
  • Demetri is a great host

    Especially when by being open minded he exposes “intellectual-yet-idiots” like Bruno Macaes. Overall, be brings a fascinating array of thinkers on and that makes for a lively show.

    Apple Podcasts
    5
    Certaminis Princeps
    United States3 months ago
  • Finally, my delayed thank you!

    I’ve been listening to Demetri Kofinas for so long and being thinking of writing a five star review for a lot as well. Unfortunately, I couldn’t do it due to my choice of podcast. With iPad I can finally finish this.

    I appreciate all the talks and books and lately the newsletters. I need to work out my payment method so that I can pay some fees. You know I am cut off from the rest of the world.

    Thank You Thank you Thank you

    Apple Podcasts
    5
    Notallwhowanderislost
    United States5 months ago
  • Could be better

    Podcast has an interesting premise and a nice variety of guests. Weak link is the host babbling on about his personal views and interrupting his guests. Painful to listen to.

    Apple Podcasts
    2
    Concernedeconomist
    United States6 months ago
  • Serious TDS

    It was ok before 2025. Then Demetri keeps interrupting guests with political views that no one cares. Just go listening to Pod save America if you like that kinda contents.

    Apple Podcasts
    1
    Schytw
    Taiwan7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful, rigorous discussions with high-caliber guests.
High-quality episode prep and deep dives on geopolitics and tech are frequently praised.
Overall, listeners appreciate the breadth of topics and intellectual curiosity.
A mix of praise and critique exists regarding consistency and pace across episodes.
Some listeners feel the host can interrupt or push personal views too often.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#30
Philippines/Business
Apple Podcasts
#67
Netherlands/Business
Apple Podcasts
#186
South Africa/Business
Apple Podcasts
#191
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

How Demographics Will Break the Bond Market | Manoj Pradhan
Q: What are the political economy implications for Social Security in an aging society?
Politicians may delay addressing looming deficits and bailouts until crises emerge; the solutions likely involve gradual reforms or managed debt growth, with elections influenced by how boldly leaders address the fiscal cliff.
How Demographics Will Break the Bond Market | Manoj Pradhan
Q: What makes the demographic driver different from classical aging arguments?
It emphasizes the government's role in dis-saving and higher deficits, which competes with private savings for capital, potentially lifting real rates and altering the whole macroeconomic equilibrium beyond a simple supply-and-demand view.
How Demographics Will Break the Bond Market | Manoj Pradhan
Q: How does your two Phillips curves framework help explain the current inflation regime?
The goods and services components diverge as services inflation becomes more labor-driven and stickier, while goods inflation may be more influenced by global supply dynamics and China's role; this separation clarifies why traditional models underplay services-driven inflation and why inflation could persist even if goods disinflation continues.
Why History Can't Prepare Us for What's Coming | Alap Shah
Q: How should investors rethink their thesis in light of AI's potential to disrupt traditional labor markets?
Investors should favor sectors that benefit from AI-enabled productivity while preparing for slower consumer spending in dislocated segments; the need is to monitor AI CapEx trends, the displacement rate, and policy responses that could mitigate negative macro effects, such as taxes on automation and safety-net expansions.
Why History Can't Prepare Us for What's Coming | Alap Shah
Q: What policies need to be instituted on the part of governments in order to address the social fallout that will stem from the advancement of these technologies?
A pragmatic, incremental plan should start with taxing corporations more where AI-driven job displacement is greatest, and using those revenues to fund social safety nets and worker retraining; over time, consider an AI Dividend Fund to share AI-generated gains with citizens, paired with targeted job-transition programs and re-skilling initiatives.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Age Range
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Frequently Asked Questions About Hidden Forces

What is Hidden Forces about and what kind of topics does it cover?

A thoughtful interview-driven program exploring geopolitics, technology, and macroeconomic trends through high-profile guests from policy, journalism, and academia. Episodes often dissect US foreign policy, great-power competition, AI governance, and energy markets, with a focus on how world events shape markets, technology, and public policy. Notable is a willingness to challenge conventional narratives and push for deeper frameworks, while keeping complex topics accessible for listeners seeking to understand global risk and opportunity. The show stands out for its rigorous guest selection, data-informed analysis, and a provocative, curiosity-driven lens on how power evolves in a multipolar world.

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Which podcasts are similar to Hidden Forces?

These podcasts share a similar audience with Hidden Forces:

1. Macro Voices
2. Monetary Matters with Jack Farley
3. Forward Guidance
4. The Market Huddle
5. Thoughtful Money with Adam Taggart

How many episodes of Hidden Forces are there?

Hidden Forces launched 9 years ago and published 507 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Hidden Forces?

Recent guests on Hidden Forces include:

1. Alap Shah
2. Manoj Pradhan
3. Miles Taylor
4. Will Manidis
5. Jon Alterman
6. Edward Luce
7. Marvin Barth
8. John Burn-Murdoch

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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